Tariff Tango: Trump’s Trade Moves to Shake Up Global Markets
January 2, 2025 By Andrew Gier, CFA, Capstone Trade Analyst Download the Report Capstone believes President Trump will use tariffs aggressively, prioritizing tariffs on products imported from China, and will move forward with a 10%-20% universal tariff. These actions...
Trump 2.0: EU Braces for Major Economic and Policy Overhaul
January 2, 2025 By Mathew Gilbert, Head of Capstone’s European Practice Capstone believes President-elect Trump’s second administration will profoundly impact Europe’s economic and policy outlook. We believe Trump 2.0 will not be like his first term. Given his...
Prescription for Risk: Drug Price Cuts Loom, Little Recourse for Payors
January 2, 2025 By Hunter Hammond, Co-Head of Capstone’s Healthcare Practice Download the Report Capstone believes the healthcare impacts of Biden’s Inflation Reduction Act will be felt in 2025, posing underappreciated risk and little recourse for payors,...
Rewiring the Network: FCC to Drive Pro-business Policy Changes
January 2, 2025 By Matt Wiederrecht, Head of Capstone’s Special Situations Team Capstone believes a Republican-led Federal Communications Commission (FCC) will aggressively pursue business-friendly regulatory reforms and adopt an accommodative stance towards...
